We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

TSMC is expected to produce OpenAI’s chips using advanced 3-nanometer technology, a process that promises enhanced ...

OpenAI is progressing in its plan to develop custom AI chips to reduce the reliance on NVIDIA. According to a report, the ...

Allegedly, OpenAI will finalize the design of their own AI chip and will start manufacturing starting 2026. Here's the whole ...

TSMC will be manufacturing OpenAI’s in-house chip using the chipmaker’s advanced 3-nanometer process technology.

OpenAI is reportedly in the final stages of developing its silicon by aiming to finalise its first chip design soon.

OpenAI is finalizing its first in-house AI chip design, aiming to reduce reliance on Nvidia. The chip, set for TSMC ...

OpenAI is in the final stages of developing its own AI processor to reduce its reliance on Nvidia’s hardware. According to ...

Rigorous testing is still required, but an abstraction layer can significantly reduce errors in the fab while optimizing ...

Singapore's pipeline of local semiconductor talent is still years behind industry demand, even though efforts to build it up ...

This training-focused chip will be used as a strategic tool to strengthen OpenAI’s negotiating leverage with other chip suppliers. If all goes smoothly, the company will be able to mass-produce its ...

GPT maker OpenAI has closed in on the final design of its internally developed chip for AI as it seeks to reduce its ...